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ExxonMobil

2,123 hedge funds and large institutions have $187B invested in ExxonMobil in 2016 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 830 increasing their positions, 963 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $3.7B | Put options by funds: $3.05B

7% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 67

0.6% more ownership

Funds ownership: 51.48%52.08% (+0.6%)

1% less funds holding

Funds holding: 2,1442,123 (-21)

7% less capital invested

Capital invested by funds: $200B → $187B (-$13B)

14% less repeat investments, than reductions

Existing positions increased: 830 | Existing positions reduced: 963

15% less funds holding in top 10

Funds holding in top 10: 688583 (-105)

Holders
2,123
Holders Change
-21
Holders Change %
-0.98%
% of All Funds
56.64%
Holding in Top 10
583
Holding in Top 10 Change
-105
Holding in Top 10 Change %
-15.26%
% of All Funds
15.55%
New
72
Increased
830
Reduced
963
Closed
67
Calls
$3.7B
Puts
$3.05B
Net Calls
+$644M
Net Calls Change
+$813M
Name Holding Trade Value Shares
Change
Change in
Stake
CTA
401
Chesley Taft & Associates
Illinois
$24.1M +$282K +3,183 +1%
TIM
402
Thompson Investment Management
Wisconsin
$23.7M -$271K -3,059 -1%
XK
403
Xact Kapitalforvaltning
Sweden
$23.7M +$24M +271,039 New
BVDMP
404
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$23.6M
DIA
405
Dana Investment Advisors
Wisconsin
$23.4M -$3.55M -39,988 -13%
AIM
406
Avity Investment Management
Connecticut
$23.2M +$82.1K +925 +0.4%
CFG
407
Citizens Financial Group
Rhode Island
$23.2M -$447K -5,039 -2%
HIMC
408
Heritage Investors Management Corp
Maryland
$23.1M +$208K +2,343 +0.9%
LSERS
409
Louisiana State Employees Retirement System
Louisiana
$23M -$728K -8,200 -3%
Loomis, Sayles & Company
410
Loomis, Sayles & Company
Massachusetts
$22.9M -$20.8M -234,711 -47%
FMW
411
Farr Miller & Washington
District of Columbia
$22.7M +$241K +2,717 +1%
EWM
412
Evercore Wealth Management
New York
$22.3M +$722K +8,137 +3%
FNFDCM
413
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$22.2M -$3.55K -40 -0%
HCM
414
Howland Capital Management
Massachusetts
$22.2M +$10.5K +118 +0%
NIM
415
Northeast Investment Management
Massachusetts
$22.2M +$598K +6,741 +3%
PA
416
Profund Advisors
Maryland
$22M -$6.58M -74,111 -23%
BFM
417
Boston Financial Management
Massachusetts
$21.9M -$247K -2,781 -1%
IEFM
418
IQ EQ Fund Management
Ireland
$21.8M -$153K -1,727 -0.7%
IC
419
Inverness Counsel
New York
$21.7M -$3.36M -37,818 -13%
LC
420
Lourd Capital
California
$21.6M -$45.5K -513 -0.2%
LAM
421
Lebenthal Asset Management
New York
$21.3M -$104K -1,172 -0.5%
DWM
422
Destination Wealth Management
California
$21.1M +$1.06M +11,932 +5%
FCIM
423
Fairview Capital Investment Management
California
$21M -$413K -4,655 -2%
Connor, Clark & Lunn Investment Management (CC&L)
424
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$20.9M -$3.54M -39,875 -14%
GD
425
Grandfield & Dodd
New York
$20.9M -$53.9K -607 -0.3%

XOM Hedge Fund Activity: Q3 2016 in Review

2,123 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q3 2016, worth a combined $187B — down 6.5% from $200B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new XOM positions and 67 closed out — a net gain of 5 holders — while 830 added to existing stakes and 963 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $970M. The largest seller was Bank of America, cutting an estimated $674M.

  • 2,123 institutional investors held ExxonMobil (XOM) as of Q3 2016, down from 2,144 in Q2 2016.
  • Funds reported $187B of ExxonMobil stock for Q3 2016, down 6.5% quarter-over-quarter.
  • 72 funds opened new ExxonMobil positions in Q3 2016 and 67 closed out, a net change of +5 holders.
  • The largest ExxonMobil buyer in Q3 2016 was Capital Research Global Investors, an estimated $970M added.
  • The largest ExxonMobil seller in Q3 2016 was Bank of America, an estimated $674M sold.

Based on aggregated 13F filings for Q3 2016.